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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,171 | $134,001-80.5% | $112,258-76.7% | $134,509-80.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -14.55% | 47.15%-61.7pp | 27.47%-42.0pp | 418.13%-432.7pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,591 | $5,291-13.2% | $4,728-2.9% | $6,400-28.3% |
| Admin fee / account holder | $2,983 | $7,491-60.2% | $6,411-53.5% | $11,427-73.9% |